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Carriage Services
CSV

Overview Fund Activity

157 hedge funds and large institutions have $543M invested in Carriage Services in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 20 closing their positions.

Holders
157
Holders Change
+3
Holders Change %
+1.95%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
55
Reduced
49
Closed
20
Calls
$668K
Puts
–
Net Calls
+$668K
Net Calls Change
+$222K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$108M
2
BlackRock
2
BlackRock
New York
$47.6M
3
SCP
3
Seizert Capital Partners
Michigan
$2.45M
4
Ameriprise
4
Ameriprise
Minnesota
$21.8M
5
TI
5
Trexquant Investment
Connecticut
$2.38M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.81M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$28.4M
4
NL
4
Nuveen LLC
North Carolina
$3.07M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$8.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Verition Fund Management
101
Verition Fund Management
Connecticut
$222K 4,859 -4,455 -48%
Wolverine Trading
102
Wolverine Trading
Illinois
$222K 4,820 -4,822 -50%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$218K 4,773 +865 +22%
ACM
104
Aquatic Capital Management
Illinois
$210K 4,597 -3,119 -40%
ECM
105
EMC Capital Management
Texas
$208K 4,552 -1,675 -27%
HWM
106
Hohimer Wealth Management
Washington
$205K 4,490 -1,966 -30%
Creative Planning
107
Creative Planning
Kansas
$200K 4,380 +4,380 New
PCM
108
Palouse Capital Management
Washington
$178K 3,882 – –
PFSRSONJ
109
Police & Firemen's Retirement System of New Jersey
New Jersey
$131K 2,861 – –
US Bancorp
110
US Bancorp
Minnesota
$99.9K 2,184 -216 -9%
AAP
111
Arax Advisory Partners
Colorado
$98.2K 2,147 +2,147 New
TRCT
112
Tower Research Capital (TRC)
New York
$80K 1,750 +1,075 +159%
Legal & General Group
113
Legal & General Group
United Kingdom
$71.3K 1,558 +190 +14%
Raymond James Financial
114
Raymond James Financial
Florida
$70.8K 1,547 +1,547 New
Simplex Trading
115
Simplex Trading
Illinois
$69K 1,526 +1,226 +409%
AIP
116
Ameritas Investment Partners
Nebraska
$66.3K 1,450 +262 +22%
SOW
117
State of Wyoming
Wyoming
$60.6K 1,324 -1,457 -52%
New York State Teachers Retirement System (NYSTRS)
118
New York State Teachers Retirement System (NYSTRS)
New York
$57K 1,251 – –
HNB
119
Huntington National Bank
Ohio
$45.7K 1,000 – –
California State Teachers Retirement System (CalSTRS)
120
California State Teachers Retirement System (CalSTRS)
California
$45.3K 990 – –
Osaic Holdings
121
Osaic Holdings
Arizona
$41.3K 1,024 +82 +9%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$40K 866 -7 -0.8%
CA
123
Clearstead Advisors
Ohio
$30.6K 669 +669 New
WT
124
Whittier Trust
California
$27.4K 600 – –
BBHC
125
Brown Brothers Harriman & Co
New York
$27.4K 600 – –
3 4
5
6 7